Hello - I just linked up a credit card, and QB only pulled transactions from 8/27/19. How can I get it to pull from 1/1/2019?

It's my pleasure to have you here today, @Anonymous,

When you connect an account into Quickbooks, the system downloads up to the last 90 days of transactions. If some of them were not imported, try doing a bank update. Here's how:

1. From the left toolbar, select the Banking menu and tap the Banking tab.
2. Click to highlight the account you're updating, then hit the Update button.

If you need to fetch items beyond 90 days, uploading them manually is the best option. All you need to do is download the data from your bank then map the transactions in the following supported formats or  file types:

• Comma-Separated Values (CSV). CSV files may require additional mapping. Please see this article to know more about the steps: How to import bank transactions using Excel CSV files?
• Quicken (QFX)
• QuickBooks Online (QBO)
• Microsoft Money (OFX)

Once the bank file is ready, start importing the file to your QuickBooks Online company. Follow these steps:

1. Click Banking from the left navigation panel.
2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
   
3. Select Browse and choose the file you downloaded.
   
4. Choose PNC Bank from the list, then Next.
5. Follow the on-screen instructions to map the fields.
6. Select the transactions to import.
7. Click Yes.
8. Hit Let’s go.

For the information and steps on importing these files, please see the following article: Manually upload transactions into QuickBooks Online.

If you have other questions about QuickBooks Banking, let me know by clicking the Reply button below. You can also mention my name, and I'll be more than happy to help. Have a wonderful day!

Hi there, @Anonymous.

When importing a CSV file in QuickBooks Online, you'll need to make sure that the mapping of the entries is correct. 

If you're using the 4-column template, this is how you're mapping should look like:

For 3-column template, the set up looks like this: 

For more details on about the import procedure of CSV file in QBO, please refer to this link: Import bank transactions

Let me know if there's anything else you need. I'm always here to lend a helping hand. Take care!

I have the same situation in that the imported CC transactions were reversed, and I must have been asleep when doing it because I do not remember seeing anything regarding mapping.  But in relation to your answer, you did not seem to answer his question of how to fix the original imported entries that were wrong.  Those entries have to be backed out and Undone in some manner.  You only described the proper way to manually import entries, which is very helpful as he and I obviously did them improperly.  So how should the original import be fixed?  I tried manually adding a CC transaction to reverse the import error, and that method does not seem to work as the entry does not show up in the Banking Transactions to be Accepted and posted.  It shows up in the CC Register, but not in the GL Account.  Thanks!

Thank you for joining the thread, @planodan.

You must exclude those incorrect transactions imported to QuickBooks Online (QBO), and re-import them using the correct format.

 To exclude banking transactions in QBO:

1. Tap on Banking at the left pane, then select your bank or credit card account from the Banking page.
2. Look for the transactions you've imported under the For Review column, then select them by putting a check-mark beside the Date column.
3. Click on the drop-down arrow beside Batch actions, then hit Exclude Selected.
4. The transactions are now excluded from your record, and if you wish to fully delete them, go to the Excluded column and select Delete from the Batch action's drop-down arrow.

For additional reference about this action, read this article: Exclude expenses from downloaded bank transactions.

To prepare the CSV file in a correct format, read this article as your guide: Import bank transactions using Excel CSV files.

Also, check out this article for your reference about categorizing downloaded banking transactions in QBO.

Get back to me if you have any other questions. I'm a few clicks away to help. Have a good day!

Thanks, that was very helpful.  However, in a rush to get finished, I did not notice they were backwards until after I had Accepted them, so they are no longer in the Banking Transactions to Exclude.  That would have been way to easy. :-)  Because they have been Accepted, I tried making an Adjusting Journal Entry to reverse them, but the AJE would never post to the GL to have their reversing or correcting effect of offsetting the backward imported entries.  So, I deleted the AJEs and I am back to square 1 on trying to fix the original improper imported transactions that are backwards. I had read somewhere that the Connected Banking Accounts cannot be adjusted via AJEs but only thru Banking direct entry.  As I mentioned, that apparently did not work either.  Thanks for the help!

Thank you for the quick reply, @planodan.

If the imported transactions are already added or matched, they'll now appear on your register and the For Review tab on the Banking page. You don't need to worry since you can still exclude them by undoing the steps you've performed so they'll go back to the For Review section.

Here's how:

1. Tap on Banking at the left pane, then select your bank account from the result.
2. Go to the Reviewed column.
3. Select the transactions you've accepted from there, then tap on Undo.

The transactions will not show up on the For Review tab and can proceed with excluding them as suggested from the steps above.

Let me know if there's anything you need assistance with. I'm always here to help. Wishing you a good one!

What is set up wrong that my spent is downloading as a deposit

Thanks for joining this thread, @denise49.

Let's exclude the transaction, then manually update the bank. This way, the spent column, and the deposit column will correct or switched to the correct column. 

Excluding transactions won't appear in any account registers or financial reports. Let me guide you how: 

1. Go to the Banking tab on the left side. 
2. Select For Review tab. 
3. Put a check on those transactions, then hit Exclude. 

       4. Then, hit Update on the right side. 

For more details about the method, visit this article below: Exclude a bank transaction from your expenses in QuickBooks Online.

If the same problem, I'd suggest calling your bank to verify if they have any issues on their end. If they don't have one, then I'd recommend communicating with our Customer Care Team. They have tools such as screen-sharing that can check your account and investigate what is causing the issue. 

Here's how: 

1. Go to the Help menu, then choose Contact Us. 
2. Type your concern in the description field, then hit Let's talk. 
3. Choose either Get a call or Start a chat. 

       4. Fill up the form, then tap Submit. 

They are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays. Please call our support within our business hours to ensure we cater to your concerns immediately.

I've also added articles about categorizing transactions, create a rule, and other related topics. 

• Help Articles
• Categorize and match online bank transactions in QuickBooks Online
• Setup bank rules to categorize online banking transactions in QuickBooks Online

Let me know if there's anything else you need. I'm always here to lend a helping hand. Take care!